Normally, an information request goes out as though you sent it yourself. For Personal Tax Requests, you can now choose to send the request as another member of your workspace instead — for example, if a colleague manages that client relationship and should appear as the point of contact.
This option is currently only available for the Personal Tax Request type.
How to send a request from another user
Go to the workspace from which you want to send the request, then click New Request. Select Personal Tax Request as the request type.
Build the request as normal — choose an existing template or enter the items you're requesting, enter your client's details (client ID, First name and Last name) — then click Next.
Continue the request setup as directed.
In the Send from dropdown box at the top of the screen, select the user you want the request to be sent from.
Enter the recipient's details as usual: their email address, the email subject, and an email notification message if needed. Click Next.
Set the response due date and reminder schedule, then click Send.
Good to know
This is available for Personal Tax Requests only, for now.
The user you select in Send from must already be a member of the workspace with permission to view it. If they're not, invite them and grant workspace access before creating the request.